Investors' Soapbox PM

Hurricane Sandy Disruptive to Software Sector

Hurricane Sandy is likely to disrupt a number of technology companies on an Oct. 31 close.

Enterprise-software companies, in particular, are at risk of missing numbers due to end-of-quarter disruptions, given that, in most cases, 50% to 60% or more of new product license revenue closes during the last month of the quarter, with the majority of that revenue closing in the last few days. We expect any disruption to...